Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,614 | $140,592-49.1% | $123,105-41.8% | $125,389-42.9% |
| Participation rate | 83.3% | 88.2%-4.9pp | 86.8%-3.4pp | 83.2%+0.1pp |
| Annual return | 13.86% | 16.80%-2.9pp | 13.22%+0.6pp | 282.24%-268.4pp |
| Employer contribution / active EE | $19,520 | $6,041+223.1% | $5,151+279.0% | $4,866+301.1% |
| Participant deferral / active EE | $10,963 | $6,980+57.1% | $6,229+76.0% | $5,352+104.9% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |